See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,448 | $79,694-83.1% | $96,139-86.0% | $79,386-83.1% |
| Participation rate | 9.2% | 54.0%-44.8pp | 68.4%-59.3pp | 70.7%-61.6pp |
| Annual return | 0.00% | 40.84%-40.8pp | 191.94%-191.9pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $449 | $2,539-82.3% | $4,349-89.7% | $4,046-88.9% |
| Admin fee / account holder | $24 | $630-96.2% | $5,537-99.6% | $626-96.2% |